Maridea Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Maridea Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Buy	41,526 +4,098	+11%	+$53.7K	0.06%	283
2026 Q1	$484K	Buy	37,428 +2,039	+6%	+$27.9K	0.07%	258
2025 Q4	$490K	Buy	35,389 +97	+0.3%	+$1.35K	0.07%	255
2025 Q3	$479K	Sell	35,292 -282	-0.8%	-$3.87K	0.07%	255
2025 Q2	$480K	Buy	35,574 +829	+2%	+$11.1K	0.12%	164
2025 Q1	$482K	Sell	34,745 -122	-0.3%	-$1.69K	0.16%	129
2024 Q4	$474K	Buy	+34,867	New	+$477K	0.15%	118

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Maridea Wealth Management's PDO Position: Q2 2026 in Review

Maridea Wealth Management increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 11% in Q2 2026, buying an estimated $53.7K and bringing the position to 41,526 shares worth $549K. The position accounts for 0.06% of the portfolio, ranked #283.

Maridea Wealth Management first reported a position in PDO in Q4 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

Maridea Wealth Management held 41,526 shares of PIMCO Dynamic Income Opportunities Fund worth $549K as of Q2 2026.
Maridea Wealth Management bought 4,098 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $53.7K.
PIMCO Dynamic Income Opportunities Fund made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #283 holding.
Maridea Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.